Pantheon Publications
Below is a list of our Publications for the last 5 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.
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Global Miguel Chanco (Chief EM Asia Economist)
- In one line: Keeping calm and carrying on with a sensible pause.
- In one line: A swift return to BI’s target range thanks to base effects.
- In one line: Trade surplus and exports will soon see brighter days.
- In one line: Iran war hits most factories hard; price shock immediate and big.
- In one line: Likely as good as we’ll get in H1, if not 2026 at large.
- In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
- In one line: Rising domestic and external demand lifting most boats.
- In one line: An understandable, and likely temporary, breather to start 2026.
- In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
- In one line: No post-Ukraine-war like burst, yet, to expect from export growth.
- In one line: Members say “why wait” via a surprise cut.
- In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
- In one line: The likely long pause is here.
- In one line: A deceptively soft headline.
- In one line: Two-way trade ends 2025 on a solid note.
- In one line: Sturdy momentum is holding up.
- In one line: An unexpected—if narrow—jump to a 26-month high.
- In one line: The BI rate won’t go anywhere this year.
- In one line: Brace for a Q1 spike in headline inflation.
- In one line: Slump in export growth should soon bottom-out.
